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David Tamashiro

Crux Wealth Advisors

Long Beach, CA

Torrance,, CA

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Current Employers
Crux Wealth Advisors

111 W. Ocean Blvd, 4Th Floor, Long Beach, CA 90802 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-06
  • CA RA
    APPROVED
    Since 2024-08-06

Branch Locations

111 W. Ocean Blvd, 4Th Floor, Long Beach, CA 90802 • United States

Torrance,, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed Torrance CA 04/2003 01/2020
Raymond James Financial Services, Inc. Long Beach CA 01/2020 08/2024
Raymond James Financial Services Advisors, Inc. Long Beach CA 01/2020 08/2024
Crux Wealth Advisors Long Beach CA 02/2020 Present
Arete Wealth Management Chicago IL 08/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-12
  • S66 Uniform Combined State Law Examination
    2004-08-12
Other Names
  • David Tamashiro
  • David Alan Tamashiro

View on SEC IAPD

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EDWARD JONES · LONG BEACH, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Long Beach, CA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · LONG BEACH, CA
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STATE FARM INVESTMENT MANAGEMENT CORP. · Long Beach,, CA
KENSINGTON INVESTMENT COUNSEL · LONG BEACH, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LONG BEACH, CA
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